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Use the Email Function
Use the Forward Function
- If the participant should be speaking with someone else from your team that is not available you can send their information to the appropriate person(s)
- If the participant should speak to the next person in the hiring/admissions process you can send their information along to the appropriate person(s)
- If your team needs to see all of the conversations from the event, send the participants transcript and profile information along to a central email or multiple emails
- You can attach the participant's profile and chat transcript in the forward to ensure that you are sending the most pertinent information.
Schedule a Followup
"Schedule a followup" allows representatives in events to quickly send a templated followup message to a participant after chatting with them. Using a shared calendar service such as Calendly and ScheduleOnce, you can easily drive participants towards a next step of finding time on your calendar to continue your conversation. For more information on Scheduling, a follow-up read Here
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